RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 201 | Carnegie Investment Counsel | $485,559 | $1,680,204,154 | $7,598,787 | $1,687,802,941 |
| 202 | Cresset Wealth Advisors | $11,874,057 | $1,686,116,044 | $0 | $1,686,116,044 |
| 203 | Courier Capital, LLC | $1,263,070 | $1,336,598,346 | $348,337,216 | $1,684,935,562 |
| 204 | Arcus Capital Partners, LLC | $5,450,504 | $1,664,634,649 | $14,120,656 | $1,678,755,305 |
| 205 | Yale Capital Corp. | $15,680,809 | $1,677,846,566 | $0 | $1,677,846,566 |
| 206 | Vista Wealth Management, LLC | $911,978 | $1,673,480,371 | $0 | $1,673,480,371 |
| 207 | Waters, Parkerson & Co., LLC | $1,004,661 | $1,537,165,242 | $133,586,539 | $1,670,751,781 |
| 208 | Interocean Capital, LLC | $775,920 | $1,075,295,788 | $583,621,069 | $1,658,916,857 |
| 209 | IWP Wealth Management | $44,741,082 | $71,408,011 | $1,584,012,027 | $1,655,420,038 |
| 210 | Leavell Investment Management, Inc. | $1,184,380 | $1,498,756,308 | $151,084,827 | $1,649,841,135 |
| 211 | Circle Wealth Management | $2,585,066 | $713,931,794 | $935,340,327 | $1,649,272,121 |
| 212 | Filament | $3,788,731 | $1,003,604,766 | $640,704,299 | $1,644,309,065 |
| 213 | Chicago Partners Investment Group | $934,754 | $1,265,518,364 | $365,627,854 | $1,631,146,218 |
| 214 | Envoi | $1,654,391 | $1,629,575,000 | $0 | $1,629,575,000 |
| 215 | Northeast Investment Management Inc | $1,225,211 | $1,583,429,638 | $46,100,786 | $1,629,530,424 |
| 216 | Argent Wealth Management | $895,716 | $1,265,923,086 | $359,801,982 | $1,625,725,068 |
| 217 | North Star Asset Management Inc | $865,604 | $1,597,651,696 | $27,087,260 | $1,624,738,956 |
| 218 | Barwick & Partners, Inc. | $7,580,651 | $1,561,847,224 | $45,250,713 | $1,607,097,937 |
| 219 | Congress Wealth Management | $2,693,519 | $1,600,910,921 | $4,426,280 | $1,605,337,201 |
| 220 | Private Ocean | $530,664 | $1,576,344,142 | $15,648,889 | $1,591,993,031 |
| 221 | Salem Investment Counselors Inc | $971,916 | $1,589,082,496 | $0 | $1,589,082,496 |
| 222 | The Golub Group | $1,142,831 | $1,535,325,753 | $50,923,947 | $1,586,249,700 |
| 223 | Birch Hill Investment Advisors LLC | $1,492,139 | $1,581,335,789 | $1,824,014 | $1,583,159,803 |
| 224 | Goelzer Investment Management | $3,246,104 | $1,487,839,467 | $89,766,850 | $1,577,606,317 |
| 225 | Osborne Partners | $1,165,271 | $1,280,230,791 | $295,215,976 | $1,575,446,767 |
| 226 | Obermeyer Wood Investment Counsel, LLP | $803,432 | $1,567,496,495 | $0 | $1,567,496,495 |
| 227 | Arlington Partners | $2,681,237 | $1,406,788,828 | $151,010,080 | $1,557,798,908 |
| 228 | Portfolio Solutions LLC | $845,194 | $1,542,479,230 | $0 | $1,542,479,230 |
| 229 | Check Capital Management Inc | $703,537 | $1,452,427,615 | $72,136,097 | $1,524,563,712 |
| 230 | North American Management Corp | $1,581,309 | $1,305,764,323 | $213,873,735 | $1,519,638,058 |
| 231 | Reynders, McVeigh Capital Management | $1,092,640 | $1,330,089,028 | $178,847,113 | $1,508,936,141 |
| 232 | Wealthplan Advisors | $3,074,904 | $228,170,143 | $1,263,158,214 | $1,491,328,357 |
| 233 | Covenant | $1,247,345 | $1,441,868,825 | $46,214,243 | $1,488,083,068 |
| 234 | Donaldson Capital Management | $510,324 | $1,408,742,580 | $75,279,481 | $1,484,022,061 |
| 235 | Farr Miller & Washington | $1,313,855 | $1,457,719,382 | $25,623,221 | $1,483,342,603 |
| 236 | The Mather Group, Inc. | $317,740 | $1,170,051,189 | $309,028,752 | $1,479,079,941 |
| 237 | Paratus Financial, Inc. | $567,158 | $185,704,159 | $1,292,309,541 | $1,478,013,700 |
| 238 | Cookson Peirce Wealth Management | $1,639,799 | $1,469,260,000 | $0 | $1,469,260,000 |
| 239 | Financial Clarity, Inc. | $47,063,613 | $0 | $1,458,972,000 | $1,458,972,000 |
| 240 | Polaris Greystone Financial Group | $388,113 | $1,422,462,063 | $30,634,000 | $1,453,096,063 |
| 241 | Colorado Financial Management | $1,936,295 | $1,446,920,744 | $3,363,927 | $1,450,284,671 |
| 242 | Rocky Mountain Advisers | $6,865,906 | $1,448,209,654 | $496,468 | $1,448,706,122 |
| 243 | TrueWealth Management | $567,999 | $1,344,092,547 | $100,897,453 | $1,444,990,000 |
| 244 | Colony Family Offices | $2,171,009 | $1,401,477,728 | $31,388,503 | $1,432,866,231 |
| 245 | Bridgewater Advisors Inc. | $356,604 | $1,430,694,500 | $0 | $1,430,694,500 |
| 246 | Delegate Advisors, LLC | $2,423,570 | $123,700,718 | $1,301,358,630 | $1,425,059,348 |
| 247 | Heritage Financial Services | $357,663 | $1,422,066,903 | $0 | $1,422,066,903 |
| 248 | The Welch Group | $1,522,924 | $1,398,044,266 | $0 | $1,398,044,266 |
| 249 | West Financial Services, Inc. | $792,462 | $1,386,808,356 | $0 | $1,386,808,356 |
| 250 | Pegasus Partners | $860,292 | $1,288,452,905 | $92,316,420 | $1,380,769,325 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Data.
Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on June 11, 2018.
